MONEYWISE, INC.
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 78.9% | $17,704,518 |
| Technology | 8.5% | $1,908,926 |
| Consumer Cyclical | 5.7% | $1,284,576 |
| Industrials | 2.6% | $581,329 |
| Communication Services | 1.4% | $308,767 |
| Utilities | 1.1% | $242,947 |
| Consumer Defensive | 1.0% | $217,803 |
| Energy | 0.9% | $202,482 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CSX | Csx Corp | +651 | 7,169 | $340,742 | |
| NVDA | Nvidia Corp | +159 | 1,831 | $366,364 | |
| NEE | Nextera Energy Inc | +57 | 2,768 | $242,947 | |
| AAPL | Apple Inc. | +19 | 1,102 | $318,874 | |
| KO | Coca Cola Co | +17 | 2,680 | $217,803 | |
| MSFT | Microsoft Corp | +10 | 2,669 | $995,590 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| XLB | State Street Materials Select Sector SPDR ETF | 124,180 | $6,205,274 | |
| BIBL | Inspire 100 ETF | 101,372 | $4,779,689 | |
| VB | Vanguard Morningstar Small-Cap ETF | 9,431 | $2,470,167 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 7,857 | $720,015 | |
| MRSK | Toews Agility Shares Managed Risk ETF | 15,777 | $557,527 | |
| BNDW | Vanguard Total World Bond ETF | 3,645 | $249,135 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 23,276 | $17,381,818 | 77.42% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,669 | $995,590 | 4.43% | |
| GEF |
Greif, Inc
Consumer Cyclical
|
Held | 9,750 | $726,277 | 3.23% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,831 | $366,364 | 1.63% | |
| CSX |
Csx Corp
Industrials
|
Added | 7,169 | $340,742 | 1.52% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 779 | $327,647 | 1.46% | |
| GLD |
Spdr Gold Trust
|
Held | 876 | $322,700 | 1.44% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,102 | $318,874 | 1.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 864 | $308,767 | 1.38% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 2,768 | $242,947 | 1.08% | |
| BWXT |
BWX Technologies, Inc.
Industrials
|
Held | 1,236 | $240,587 | 1.07% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 654 | $230,652 | 1.03% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 893 | $228,098 | 1.02% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 2,680 | $217,803 | 0.97% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 1,481 | $202,482 | 0.90% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.